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Dwayne Williams, CEA
Principal and Associate Vice President, CEA, LLQP, CIOP, FSIL

Milton, ON Thornhill, ON Contact

Dwayne is the Associate Vice President of Life and Health insurance for the Canadian Automobile Association (CAA) and Founder and Principal of the CAA Club Group Advisory Services which provides integrated insurance, financial and estate planning strategies… Read more »

Area serviced: Milton, ON; Mississauga, ON; Toronto, ON; Winnipeg, MB; Fredericton, NB; Halifax, NS; Charlottetown, PE; St. John's, NL; Thornhill, ON

4169480259
416-948-0259

Minnelle Williams, CEA
End of Life Educator/ Pre-Planning Funeral Director

Mississauga, ON Contact

Area serviced: Mississauga, ON

6477408922

CRAIG WILSON, CEA
CIM, FCSI, CEA, RIPC, BFA

Oakville, ON Contact

Area serviced: Oakville, ON

4162943295

Laura Wise, CEA
Wealth Specialist

London, ON Contact

Working with Lawyers Financial to provide access to comprehensive financial planning and investment recommendations to members in the Legal Community throughout different stages of their lives and careers.
Read more »

Area serviced: London, ON

647-478-6060

Ivan J Wismayer, CEA
CFP, CLU, CHFC, CEA

Durham, ON Contact

Area serviced: Durham, ON; Toronto, ON; Edmonton, AB; Burlington, ON; Walkerton, ON; Brampton, ON

(905) 331-2280

Robb Wismer, CEA
Advisor

Aurora, ON Contact

Area serviced: Aurora, ON

9057165584

Michelle Wolff, CEA
Financial Advisor

Spruce Grove, AB Contact

Providing direction when you need it most.
Have you been designated as an Executor/Executrix for a family member or friend? It could quite possibly be the most stressful job you never applied for. Acting as an Executor is a difficult task that may… Read more »

Area serviced: Spruce Grove, AB; Sherwood Park, AB; Stony Plain, AB; Edmonton, AB; Ft. Saskatchewan, AB; Beaumont, AB; Leduc, AB; Camrose, AB; Onoway, AB; Okotoks, AB; St. Albert, AB; Airdrie, AB; Carstairs, AB; Calgary, AB; Lacombe, AB; Olds, AB; Ponoka, AB; Strathcona County, AB; Turner Valley, AB; Sundre, AB; Rimbey, AB; Drayton Valley, AB

17802361913

Pierre Wong, CEA
Consultant

Mississauga, ON Contact

A Commitment in Writing
My goal as a consultant from the Investors Group is to provide you with the financial freedom and security at the prime of your life. Utilizing the unlimited corporate financial resources, expertise and technology, I am committed… Read more »

Area serviced: Mississauga, ON

(905) 306-0031

YiuPong Wong, CEA
President

Richmond, BC Burnaby, BC Contact

Area serviced: Richmond, BC; Burnaby, BC

604-836-2800

Janice Wong, CEA
Broker

Surrey, BC Contact

# Read more »

Area serviced: Surrey, BC; Burnaby, BC; Vancouver, BC; New Westminster, BC; Richmond, BC

7783221339

Samuel Wong, CEA
Partner, CPA,CA,TEP

Vancouver, BC Contact

At Cawley Curran Wong & Associates (CCW), we are committed to providing a comprehensive range of practical accounting, financial and tax services to our clients.
Sam worked in various senior financial and commercial position for a Fortune 100 multi-national… Read more »

Area serviced: Vancouver, BC

604-731-1191 ext 3

Kristina Worden, CEA
Trust Professional, BA, TEP, CFP, CEA, CAMS

Contact

As a Trust Professional with diverse and global experience, I am committed to continuing professional development and keeping apprised of industry changes for the benefit of my clients.

Read more »

Area serviced:

Dana Wren, CEA
Director of Sales & Marketing

Ottawa, ON Contact

Area serviced: Ottawa, ON

613 749-9000

Julie Wright-Bailey, CEA
Manager, Private Trust

London, ON Contact

Area serviced: London, ON

5196675910

Edwin Kwok Yu Yan, CEA
Managing Broker - B.Com. , RI(BC) , FRI , CERE, Cert.(CIH) , ABR , SRES , PSA

Vancouver, BC Burnaby, BC Contact

Area serviced: Vancouver, BC; Richmond, BC; Burnaby, BC

778 379 5111

Area serviced: Mississauga, ON

Minnelle Williams is a dedicated and passionate professional in the funeral industry. As a Pre-Planning Funeral Director, she helps families navigate the difficult and often overwhelming process of end-of-life planning. Additionally, she is a Certified Executor Assistant, providing guidance and support to executors during the estate closing process. Minnelle is an enthusiastic speaker and host, using her platform to educate and inform others about the importance of legacy planning. She is the host of the show "Ending Well with Minnelle," where she motivates and inspires others to take control of their end-of-life planning. With her knowledge and experience, Minnelle is committed to helping families make informed decisions and create meaningful end-of-life plans.

Minnelle Williams

Pre-Planning Funeral Director/ Social Media DirectorNew Haven Funeral Centre

Area serviced: Oakville, ON

Area serviced: London, ON

Area serviced: Durham, ON; Toronto, ON; Edmonton, AB; Burlington, ON; Walkerton, ON; Brampton, ON

Area serviced: Aurora, ON

Providing direction when you need it most.

Have you been designated as an Executor/Executrix for a family member or friend? It could quite possibly be the most stressful job you never applied for. Acting as an Executor is a difficult task that may propel you into unknown waters and have you drowning in a sea of decisions.

In the financial industry for over 15 years, I am passionate about helping de-stress the role and responsibility of being an Executor - providing direction, insight and resources to help you navigate the process.

I am a Certified Executor Advisor and Elder Planning Counsellor because I believe that working with the ‘Golden Generation’ requires unique and essential comprehensive knowledge to create suitable solutions to protect the well-being and legacy of our Grandmas and Grandpas.

www.linkedin.com/in/michellewolff-iolitefinancial

https://michellewolff.thelinkbetween.ca/contact

Area serviced: Mississauga, ON

A Commitment in Writing

My goal as a consultant from the
Investors Group is to provide you with the financial freedom and security at
the prime of your life. Utilizing the unlimited corporate financial resources,
expertise and technology, I am committed to develop a plan which will achieve
your goals and objectives. As my client, I will monitor and up-date your
customized plan periodically to reflect the changes in your personal and
financial circumstances. The scope of coverage will include but not limited to
investment, taxation, banking, mortgages, insurance, retirement and estate
planning. My top priority is to ensure the success and integrity of your plan
so you and your family may continue to enjoy the financial protection now and overtime.
As my client, your personal interest and benefits are always first and foremost.

Pierre Wong B.A. CLU CEA RRC Consultant.

Area serviced: Richmond, BC; Burnaby, BC

I started as a London Life sales representative in November 1997. I was promoted to the Sales Manager role in 1999 then took up various director roles from 2000 - 2015. I was appointed as Regional Manager in 2015 and was further promoted to the Managing Director role in 2017 managing three financial centres with about 180 advisors. I started my own firm in mid 2023 after stepping down from my management role at Canada Life. I have the EPC, CHS and CFP designations with a Hon. B.Sc. degree major in Financial Services from the University of Manchester, Institute of Science & Technology.

Area serviced: Surrey, BC; Burnaby, BC; Vancouver, BC; New Westminster, BC; Richmond, BC

Area serviced: Vancouver, BC

At Cawley Curran Wong & Associates (CCW), we are committed to providing a comprehensive range of practical accounting, financial and tax services to our clients.

Sam worked in various senior financial and commercial position for a Fortune 100 multi-national Oil company in Hong Kong and in Chicago and was a Financial Advisor. His experience puts Sam in a unique position to serve as an Outsource CFO for some of his clients.

Sam holds a B. A. Sc. (hons) in Chemical Engineering and is member of Institute of Chartered Professional Accountants of both Ontario and British Columbia.

As a Trust Professional with diverse and global experience, I am committed to continuing professional development and keeping apprised of industry changes for the benefit of my clients.

Area serviced: Ottawa, ON

Area serviced: London, ON

I manage a team of trust professionals who work with clients to provide up-front estate planning, professional executor services and Powers of Attorney for Property services. I have not been a Trust Officer and am always looking for ways to build my knowledge in this field. With the demographics and amount of wealth to be transition, I view tbhis to be a growing market with demand for estate professionals

Area serviced: Vancouver, BC; Richmond, BC; Burnaby, BC

Licensed since 1986 after graduating from UBC - Bachelor of Commerce degree (Urban Land Economics). He is the President , Director of RE Institute of Canada BC Chapter and Past Director of National Board FRI CERE and past Director and Governor of Real Estate Institute of BC. RI(BC). He is also a Member of the Commercial Division of the Real Estate Board of Greater Vancouver and a member of the Quarter Century Club.

He also obtained his Cert in Property Management and Cert. in Social Housing Management.

He is also a Cert (CIH) Chartered Institute of Housing.

Currently he is the Managing Broker for 310 salesmen.